Asana, Inc.
ASAN- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001477720
In the last 90 days, Asana, Inc. insiders filed 0 open-market purchases and 4 sales; 262 institutions reported holding it in 13F filings for Q2 2026, worth $746.1M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Asana, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 238
- −64 vs. Q1 2022
- Shares held
- 53.6M
- −6.21M (−10.4%) vs. Q1 2022
- Total value
- $942.5M
- −$1.45B (−60.6%) vs. Q1 2022
- New holders
- 33
- 77 more added
- Sold out
- 97
- 85 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ASAN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 262 | $746.1M |
| Q1 2026 | 252 | $659.6M |
| Q4 2025 | 240 | $1.13B |
| Q3 2025 | 230 | $975.4M |
| Q2 2025 | 235 | $978.5M |
| Q1 2025 | 232 | $1.02B |
| Q4 2024 | 235 | $1.44B |
| Q3 2024 | 203 | $680.9M |
| Q2 2024 | 216 | $889.8M |
| Q1 2024 | 213 | $916.8M |
| Q4 2023 | 220 | $1.10B |
| Q3 2023 | 234 | $978.9M |
| Q2 2023 | 234 | $1.26B |
| Q1 2023 | 228 | $1.13B |
| Q4 2022 | 222 | $693.9M |
| Q3 2022 | 242 | $1.34B |
| Q2 2022 | 238 | $942.5M |
| Q1 2022 | 307 | $2.40B |
| Q4 2021 | 352 | $4.38B |
| Q3 2021 | 335 | $5.98B |
| Q2 2021 | 232 | $3.46B |
| Q1 2021 | 158 | $1.24B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Corbenic Partners LLC | 230 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 233 | $4.00K | 0.00% | +10+4.5% | Added |
| Optimum Investment Advisors | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $4.00K | 0.00% | +200 | New |
| Northwestern Mutual Wealth Management Co | 210 | $4.00K | 0.00% | +210 | New |
| Global Financial Private Client, LLC | 200 | $3.58K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 175 | $3.00K | 0.00% | −1,111−86.4% | Reduced |
| CWM, LLC | 189 | $3.00K | 0.00% | −135−41.7% | Reduced |
| Hantz Financial Services, Inc. | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 172 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 140 | $2.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 93 | $2.00K | 0.00% | +93 | New |
| Manchester Capital Management LLC | 92 | $2.00K | 0.00% | +92 | New |
| West Financial Advisors, LLC | 100 | $2.00K | 0.00% | +100 | New |
| WR Wealth Planners, LLC | 74 | $1.30K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33 | $1.00K | 0.00% | −750−95.8% | Reduced |
| Clearstead Advisors, LLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 18 | $0 | 0.00% | −14,245−99.9% | Reduced |
| Covestor Ltd | 12 | $0 | 0.00% | −174−93.5% | Reduced |
| EverSource Wealth Advisors, LLC | 27 | $0 | 0.00% | −111−80.4% | Reduced |
| Evermay Wealth Management LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 21 | $0 | 0.00% | −15−41.7% | Reduced |
| Salem Investment Counselors Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $0 | 0.00% | +18 | New |
| ACG Wealth | 8 | $0 | 0.00% | +8 | New |
| Versant Capital Management, Inc | 14 | $0 | 0.00% | +14 | New |
| HighTower Trust Services, LTA | 12,758 | – | – | +12,758 | New |
| Discovery Value Fund | 0 | $0 | 0.00% | −2,238,543−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −1,444,092−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,184,262−100.0% | Sold out |
| 12 West Capital Management LP | 0 | $0 | 0.00% | −790,000−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −705,112−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −359,170−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −275,907−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −163,894−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −86,615−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −82,828−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −78,070−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −67,568−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −42,810−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −42,573−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −41,096−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −37,485−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −38,194−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −33,459−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −32,480−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −31,769−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −28,542−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −22,451−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,581−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −21,109−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −18,743−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −14,862−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −14,596−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −13,833−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −12,850−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Tiger Management L.L.C. | 0 | $0 | 0.00% | −12,520−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,023−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −11,039−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,905−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −10,296−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −9,696−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −9,706−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −9,201−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −9,139−100.0% | Sold out |
| Mezzasalma Advisors, LLC | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Stegent Equity Advisors, Inc. | 0 | $0 | 0.00% | −8,402−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −7,960−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −7,768−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −11,452−100.0% | Sold out |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −7,612−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −7,496−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −7,492−100.0% | Sold out |
| 1623 Capital LLC | 0 | $0 | 0.00% | −7,072−100.0% | Sold out |
| Jeneq Management, LP | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −6,886−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −6,790−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −6,695−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −6,628−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −6,474−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −6,177−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,454−100.0% | Sold out |